Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

• Perimeter had a strong quarter with revenues up 28% year over year to 163 million, driven by growth in both their fire safety and specialty products segments
• EBITDA growth was even stronger at 91 million, with the Fire Safety segment enjoying a 98% incremental margin, showing operating leverage and operational efficiency
• Perimeter's acquisition strategy and diversification into new platforms are helping to offset the impact of wildfires on their business, with promising growth potential for the future.

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